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Unique and Specialized Investment Strategy


Capital Z’s sole focus on financial services companies allows us to bring an uncommon and experienced perspective to firms facing complex challenges or growth opportunities.

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EXPERIENCE
The Capital Z team is one of the most experienced and longest tenured private equity investors in the financial services industry. Since 1990, Capital Z and its predecessors have invested in excess of $3 billion in over 40 transactions.

During this time, Capital Z has developed a reputation for executing creative and innovative transactions, and for partnering with high-quality management teams. As a result, Capital Z has produced a successful long-term track record investing across the full spectrum of the financial services industry, including insurance, reinsurance, life and health insurance, banking, specialty finance, asset management and related services businesses.

Capital Z was a pioneer in the financial services private equity industry, executing the first ever leveraged buyout in the sector - the acquisition of National Re in 1990.

Since then, its creativity and industry knowledge of the industry have allowed the Capital Z team to complete many other first-of-a-kind transactions, including:

  • First provision of corporate capital to Lloyds

  • First insurance industry sponsored spin-off

  • First sponsored demutualization of UK-based insurer

  • First simultaneous startup and IPO on the NASDAQ

  • First simultaneous startup and IPO of a financial services company on the AIM exchange

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